Parallel Advisors, LLC

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Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Day... Read more


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CJ Rendic
Founder & CEO
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Stacey Blalock
Principal And Director Of M&a Integration
Sangeetha Srinivasan Mba
Chief Compliance Officer
Ankit Kundaria
Senior Investment Operations Manager
Michael Murray
Head Of Firm Development
Jennifer Akers
Wealth Strategist
Marielle Woods Thompson
Wealth Strategist
Matthew Kuriyama
Wealth Strategist
Yifan Gong (He/Him/His)
Senior Manager, Talent & Culture
Chris Yaros
Director Of Operations
Fpqp™ Stefanie Corrales Shrm-Scp®
Senior Operations Manager Alternative Investments
Salil Mehta
Director Of Alternative Investments
Christopher Broderick
Principal And Head Of Research And Trading